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Financial planning
Many financial planning firm owners could be forced to pay large amounts of extra income tax if the ATO goes ahead with proposed changes to the treatment of certain tax s...
Financial planning
Storm Financial co-founders Emmanuel and Julie Cassimatis seemed to be suffering from a bout of absent mindedness in the final days of hearings into the company's collaps...
Financial planning
The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....
Financial planning
Despite comprising less than two per cent of retail funds, structured products have received more than their fair share of criticism over the past year. Vince Scully disc...
Financial planning
Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS....
Superannuation
Having death benefits paid as an income stream is an under-utilised strategy, writes Matt Hughes....
Financial planning
Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....
Editorial
Mike Mitchell examines the recent changes to the Government’s supervision of philanthropic giving and weighs up the advantages and disadvantages....
Financial planning
Advisers need to consider the impact of negative returns when consolidating multiple superannuation accounts for clients, writes CRAIG DAY....
Financial planning
ATO moving to streamline its dispute resolution process....
Financial planning
Advisers should think all issues through carefully before acting on the Australian Taxation Office's (ATO) new ruling that will affect the way capital gains made by trust...
Policy & Regulation
The Association of Superannuation Funds of Australia has warned the mooted changes to the tax regime covering the supply of financial services will increase costs....
Financial planning
The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....
Financial planning
The Cooper Review into Australia's superannuation system has officially kicked off with the release yesterday of its scoping paper setting out the review's approach and t...
Financial planning
APRA executive Keith Chapman reveals some super funds are misrepresenting liquidity information to avoid paying benefits to members....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...